Being the new year, now is a great time to revisit (or create) your estate plan. If something were to happen to you this year, there’s no better gift for your family than to… Read More
Use This Time to Revisit The Parts of Your Estate Plan That Impact Your Children Most By Cory Howes With all the considerations about your children’s wellbeing weighing on your mind from day to… Read More
There are many software programs, as well as websites, that sell do-it-yourself legal documents, including company formation, contracts, and even estate planning documents. These websites and form tools seem to offer a convenient and… Read More
A wide range of financial products allow you to name a beneficiary upon your passing. The benefit of naming a beneficiary is that the assets go directly to the named beneficiary upon the account… Read More
By Cory Howes Approximately half of America’s population over the age of 16 is unmarried. While much of the discussion involving estate planning focuses on married couples, this topic is just as important… Read More
By Cory Howes Selecting the right type of annuity for yourself is no small feat. Of course, you’ve put in the research and planned with your financial advisors. But, you might still be… Read More
By Cory Howes Estate planning is often the one item that gets pushed back on nearly everyone’s to-do list. The reasons people delay vary: lack of time, not thinking you have enough assets,… Read More
By Cory Howes You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both calls for a family meeting to have a conversation about… Read More
By Cory Howes According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind of estate plan. Many said they’d get around… Read More
By Cory Howes Even with an estate plan, things can always happen that may cause confusion for the estate—or threaten the plan altogether. Below are three examples of worst-case scenarios and ways… Read More
By Cory Howes Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But that’s only the tip of the iceberg. From smart incapacity… Read More
By Cory Howes Many people put their estate plan on a to-do list as a one-time project: “Create estate plan” or “Meeting with lawyer 10:30 a.m. Thursday for estate plan.” Thinking of your estate… Read More
By Cory Howes For most people, thinking about estate planning means focusing on what will happen to their money after they pass away. But this framework misses one pretty significant consideration: the need… Read More
By Cory Howes We know that family structure has dramatically changed over time and that there’s an astonishing variety of family structures today. You’ll see everything ranging from the “traditional” nuclear family to… Read More
By Cory Howes If you want to leave a robust financial legacy for your family, a financial plan alone is like trying to guide a boat with just one oar. It’s only part… Read More
By Cory Howes Many of us labor a lifetime to build up our assets and fight for causes that matter to us. Few things are more fulfilling than the thought of sharing wealth… Read More
By Cory Howes As we head into colder weather, many of us have wrapped up a special year attending the weddings of loved ones. If you were one of the lucky people to… Read More
By Cory Howes Perhaps you’ve heard of the “Sandwich Generation,” which includes many Baby Boomers. People in the sandwich generation are those that find themselves caring not only for their children, but also their… Read More
By Cory Howes Today, I’d like to review five common estate planning mistakes to avoid: No Estate Plan in Place Not having a plan is unacceptable. While every state has laws for property… Read More
